Broker Client Services Agent

7 months ago


Midrand, South Africa Sanlam Full time

**Who are we?**
- Minimum Qualification Required- NQF4/150 FAIS Credits/Matric/Standard 10
- RE 5
- Minimum Experience- Minimum 3 years Insurance administrative experience
- Exposure to the broker or dealer servicing environment
- Minimum 3 years Personal Lines Underwriting experience
- Deliverables include, but will not be limited to- Assist with amendments to client’s policies
- Provide brokers with constant feedback on queries
- Attend to QA corrections as identified by the QA department

Competencies Required- Organized
- Self-disciplined
- Self-motivated
- Analytical
- Attention to detail
- Excellent administrative Skills
- Good communication skills
- Able to work flexible hours
- Customer focus
- Active listening skills
- Results oriented
- Team work
- Follow up - (must be able to establish procedures to monitor that, which has been promised anddelivered)
- Good MS Office skills
- Ability to plan and manage time efficiently

**What will you do?**
- Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Provides accurate product information to clients in line with standards and protocols.**Knowledge and Skills**
- Customer Service- Team Support- Administration- Quality, compliance and accreditation**Personal Attributes**
- Communicates effectively - Contributing dependently- Decision quality - Contributing dependently- Action orientated - Contributing dependently- Optimises work processes - Contributing dependently**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Core Competencies**
- Cultivates innovation - Contributing dependently- Customer focus - Contributing dependently- Collaborates - Contributing dependently- Being resilient - Contributing dependently- Drives results - Contributing dependently**Turnaround time**Our commitment to transformation**

At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.



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